The simple_salesforce Package: Python’s Way of Connecting to Salesforce

Arun
2 min readDec 5, 2022

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Photo by Allison Saeng on Unsplash

If you work in the tech industry, chances are you’ve heard of Salesforce. It’s a popular CRM (Customer Relationship Management) software used by businesses of all sizes to keep track of their customers, sales, and other data.

If you’re a Python programmer, you may be wondering how you can connect to Salesforce using your favorite programming language. That’s where the simple_salesforce package comes in. In this blog post, we’ll take a look at what the simple_salesforce package is and how it can be used to connect to Salesforce.

What is simple_salesforce?

The simple_salesforce package is a toolkit that allows developers to interact with the Salesforce API using Python. Using this package, developers can create, update, delete, and query Salesforce data using a few simple lines of code. Not only does the package make working with Salesforce data easier, but it also abstracts away some of the complexities of the Salesforce API, making it more user-friendly for those who are not as familiar with Salesforce development.

How Does It Work?

The simple_salesforce package uses what are called “restful resources” to interact with Salesforce data. These restful resources are URLs that map to specific Salesforce objects and operations. For example, there is a restful resource for retrieving a list of all accounts in Salesforce, and another for creating a new contact. Using the simple_salesforce package, developers can easily construct these URLs and make requests to the Salesforce API.

The first thing you need to do is install the package using pip:

pip install simple-salesforce

Once you have installed the package, you can import it into your Python code like so:

from simple_salesforce import Salesforce

Now that we have imported the Salesforce class from the simple_salesorce package, we can create a new instance of the class like so:

sf = Salesorce(username='your-username', password='your-password', security_token='your-security-token')

Note: You will need to supply your own username, password, and security token in order for this code to work.

Once you have created an instance of the Salesorce class, you can use it to make API calls like so:

sf =Salesorce(username='your-username', password='your-password', security_token='your-security-token') 
accounts = sf.query("SELECT id, name FROM Account LIMIT 10")

This code will query the first 10 accounts from your Salesforce database and store them in a variable called “accounts”. You can then use this variable to access data about those accounts in your Python code.

What are the Benefits?

There are several benefits to using the simple_salesorce package. First, as we mentioned before, it makes working with Salesorce data much easier for developers who are not as familiar with Salesorce development. Second, it abstracts away some of the complexities of the Salesforce API, making it more user-friendly. Finally, it is open source and free to use!

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